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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,546 | $97,881-42.2% | $80,004-29.3% | $125,393-54.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.42% | 9.36%-9.8pp | 7.63%-8.1pp | 282.23%-282.7pp |
| Employer contribution / active EE | $2,346 | $3,128-25.0% | $2,473-5.1% | $4,866-51.8% |
| Participant deferral / active EE | $5,500 | $3,744+46.9% | $3,204+71.7% | $5,351+2.8% |
| Admin fee / account holder | $4,288 | $6,278-31.7% | $5,033-14.8% | $9,541-55.1% |